DOCS vs HIMS vs WELL vs TDOC vs PGNY vs JPM

For growth investors, Hims & Hers Health, Inc.

(HIMS) is the stronger pick with 59. 0% revenue growth year-over-year, versus -1. 5% for Teladoc Health, Inc. (TDOC). JPMorgan Chase & Co. (JPM) offers the better valuation at 16. 0x trailing P/E (14. 4x forward), making it the more compelling value choice. Analysts rate Welltower Inc. (WELL) a "Buy" — based on 34 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, JPMorgan Chase & Co.

(JPM) is the cheapest at 16. 0x versus Welltower Inc. at 154. 1x. On forward P/E, Doximity, Inc. is actually cheaper at 14. 0x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Doximity, Inc. wins at 0. 27x versus Progyny, Inc. 's 3. 11x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Welltower Inc.

(WELL) delivered a total return of +179. 8%, compared to -95. 3% for Teladoc Health, Inc. (TDOC). Over 10 years, the gap is even starker: JPM returned +465. 8% versus DOCS's -62. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Welltower Inc.

(WELL) is the lower-risk stock at 0. 04β versus Hims & Hers Health, Inc. 's 2. 48β — meaning HIMS is approximately 5970% more volatile than WELL relative to the S&P 500. On balance sheet safety, Doximity, Inc. (DOCS) carries a lower debt/equity ratio of 1% versus 3% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Hims & Hers Health, Inc.

(HIMS) is pulling ahead at 59. 0% versus -1. 5% for Teladoc Health, Inc. (TDOC). On earnings-per-share growth, the picture is similar: Teladoc Health, Inc. grew EPS 80. 6% year-over-year, compared to -11. 7% for Doximity, Inc.. Over a 3-year CAGR, HIMS leads at 64. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Doximity, Inc.

(DOCS) is the more profitable company, earning 30. 4% net margin versus -7. 9% for Teladoc Health, Inc. — meaning it keeps 30. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DOCS leads at 33. 3% versus -10. 4% for TDOC. At the gross margin level — before operating expenses — DOCS leads at 89. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Doximity, Inc. (DOCS) is the more undervalued stock at a PEG of 0. 27x versus Progyny, Inc. 's 3. 11x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Doximity, Inc. (DOCS) trades at 14. 0x forward P/E versus 74. 0x for Welltower Inc. — 60. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DOCS: 47. 1% to $29. 47.

In this comparison, JPM (1.

9% yield), WELL (1. 3% yield) pay a dividend. DOCS, HIMS, TDOC, PGNY do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Welltower Inc.

(WELL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 04), 1. 3% yield, +234. 6% 10Y return). Teladoc Health, Inc. (TDOC) carries a higher beta of 1. 85 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (WELL: +234. 6%, TDOC: -41. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (DOCS (Healthcare) and HIMS (Healthcare) and WELL (Real Estate) and TDOC (Healthcare) and PGNY (Healthcare) and JPM (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: DOCS is a small-cap quality compounder stock; HIMS is a small-cap high-growth stock; WELL is a mid-cap high-growth stock; TDOC is a small-cap quality compounder stock; PGNY is a small-cap quality compounder stock; JPM is a large-cap deep-value stock. WELL, JPM pay a dividend while DOCS, HIMS, TDOC, PGNY do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.